Entry-Level Wealth Advisor – Houston (FINRA Licensing)

Equitable Advisors; Houston (TX); On-site; USD 24,000 - 36,000; Part time

Benefits offered by this job

Comprehensive benefits programs

Flexible schedule

Training and development programs

Job summary

A financial services company in Houston is seeking a Wealth Management Associate to engage with clients and develop personalized financial strategies. This entry-level part-time role requires a Bachelor’s degree and relevant licensing, with a strong emphasis on interpersonal communication and collaboration. The company offers a supportive culture with robust training and development programs, competitive pay, commissions, and comprehensive benefits. Join a mission-driven team dedicated to making a positive impact in clients' financial wellness.

Qualifications

• Must be authorized to work in the United States.
• Track record of success and accomplishment.
• Willingness to learn from top performers.

Responsibilities

• Build and nurture client relationships.
• Develop personalized financial strategies.
• Consult on tailored financial products and services.

Skills

Excellent interpersonal and communication abilities

Values-driven

Entrepreneurial spirit

Collaboration

Education

Bachelor’s degree or equivalent skills and work experience

Tools

State Life & Health License

SIE

Series 7

Series 66

Job description

A financial services company in Houston is seeking a Wealth Management Associate to engage with clients and develop personalized financial strategies. This entry-level part-time role requires a Bachelor’s degree and relevant licensing, with a strong emphasis on interpersonal communication and collaboration. The company offers a supportive culture with robust training and development programs, competitive pay, commissions, and comprehensive benefits. Join a mission-driven team dedicated to making a positive impact in clients' financial wellness.